STEP Colorado Formation invites you to our next event, on Thursday, March 3rd, at 4:00 p.m. MST, "Effective Planning for Considerable Art Estates— Add​ing Value and Avoiding Pitfalls," presented by Alexis S. Gettier and Melissa Passman​, of Day Pitney LLP, and Colleen​ Fanning, of Fanning Art Advisory. This meeting will be offered as a hybrid event, with both webinar and in-person options available. In person attendees will enjoy extended networking with food and beverage at the Auctoris office, in Greenwood Village, Colorado.* ​

Program Description:

In this meeting, our speakers will share both cautionary tales of mismanaged portfolios and prudent estate planning and administration solutions for clients with substantial collections. We will discuss effective strategies for legacy planning, management, and portfolio divestment.

​
*STEP CO Formation will be hosting this event in a hybrid format, incorporating both virtual and in-person attendees. Due to limited capacity and COVID Safety guidelines, there is limited space for in-person attendees.

SPEAKERS & MODERATORS

Alexis S. Gettier
Speaker
Partner, CT
Day Pitney LLP
+1 203 977 7432
email
Speaker Bio

Melissa A. Passman
​Speaker
Senior Associate, NY
Day Pitney LLP
+1 212 297 2411
email
Speaker Bio

​Colleen Fanning
Speaker
Art Advisor, CO
FANNING ART ADVISORY
+1 303 513-6150
email
Speaker Bio​

​Sarah Scofield
Moderator
Attorney, NY
Scofield Law, LLC
+1 212 572 6310
email
Moderator Bio​​

EVENT DETAILS
Date: March 3, 2022

Time: 4 p.m. to 5:15 p.m. MST

Joining Instructions: Provided to registrants ahead of the event

REGISTER (virtually)

REGISTER (in-person)

HOSTED BY
Linsey Glosier
Partner
Harrison & Held LLP
+1 303 558 1453

email

Katarinna McBride
Chief Legal Officer
F.O.C.U.S Family Office
Vail
+1 970 306 75​08
email

Jonathan Mintz
Partner
Evergreen Legacy Planning, LLP
Evergreen/Newport Beach
+1 877 757 8120
email

Sarah Scofield
Founder
Scofield Law, LLC
New York City
+1 212 572 6310
email

This is not a solicitation from STEP USA or STEP Worldwide. If you have inquiries about STEP Colorado formation, please contact one of the hosts of this event.

STEP CO Formation invite​s you to join us for a webinar to learn more about the formation of the new STEP Colorado Chapter and attend a presentation on "Federal Tax Legislative Update – and What’s Next … may​be​"

​In this webinar, the speaker will present an overview of select Federal tax provisions included in the House Ways and Means Committee’s contribution to the Build Back Better Act and proposals from the Biden Administration’s Green Book.

There will be a 10-minute networking breakout session during the meeting. Additionally, we would invite participants ​to consider being present via video throughout the meeting.

SPEAKER

Keith Segel
Denver, CO
+1 303 382 7144
email​

EVENT DETAILS
Date: October 20, 2021

Time: 4 p.m. to 5:15 p.m. MDT

Joining Instructions: Provided to registrants ahead of the video conference.

REGISTER

HOSTED BY
Linsey Glosier
Partner
Harrison & Held LLP
+1 303 558 1453

email

Katarinna McBride
Chief Legal Officer
F.O.C.U.S Family Office
Vail
+1 970 306 75​08
email

Jonathan Mintz
Partner
Evergreen Legacy Planning, LLP
Evergreen/Newport Beach
+1 877 757 8120
email

Sarah Scofield
Founder
Scofield Law, LLC
New York City
+1 212 572 6310
email

This is not a solicitation from STEP USA or STEP Worldwide. If you have inquiries about STEP Colorado formation, please contact one of the hosts of this event.

STEP CO Formation invite​s you to join us for a virtual event to learn more about the formation of the new STEP Colorado Chapter and attend a presentation on "The Intersection of Estate Planning & Crypto".

Mainstream interest in cryptoasset markets exploded in 2021. Many questions remain regarding estate planning and trust administration when cryptoassets are involved. In this presentation we will visit the intersection of estate plannin​g and crypto, with focus on estate planning strategies that address the tax treatment of crypto, advanced planning strategies and considerations when a client holds crypto, trust and entity funding challenges, and trust administration issues to be addressed for the client who holds - or who someday may hold - crypto in their estate.

There will be a 10-minute networking breakout session during the meeting. Additionally, we would invite participants ​to consider being present via video throughout the meeting.

SPEAKER

Matthew T. McClintock
Evergreen, CO | Newport Beach, CA​
Evergreen Legacy Planning, LLP
+1 877-757-8120
email​
Speaker Bio

EVENT DETAILS
Date: July 29, 2021

Time: 4 p.m. to 5:15 p.m. MDT

Joining Instructions: Provided to registrants ahead of the video conference.

REGISTER

HOSTED BY
Linsey Glosier
Partner
Harrison & Held LLP
+1 303 558 1453

email

Katarinna McBride
Chief Legal Officer
F.O.C.U.S Family Office
Vail
+1 970 306 75​08
email

Jonathan Mintz
Partner
Evergreen Legacy Planning, LLP
Evergreen/Newport Beach
+1 877 757 8120
email

Sarah Scofield
Founder
Scofield Law, LLC
New York City
+1 212 572 6310
email

This is not a solicitation from STEP USA or STEP Worldwide. If you have inquiries about STEP Colorado formation, please contact one of the hosts of this event.

STEP CO Formation and STEP St. Louis invite you to join us for a virtual event to learn more about the formation of the new STEP Colorado Chapter and attend the following presentation: "Planning for the Modern Entrepreneur."

There will be a 10-minute networking breakout session during the meeting. Additionally, we would invite participants to consider being present via video throughout the meeting.

SPEAKER

Linsey Glosier
Partner, Denver, CO​
Harrison & Held LLP
+1 303 558 1453
email​
Speaker Bio

Stephanie Moll Kriegel
Partner, Denver, CO
Harrison & Held LLP
+1 303 558 1452
ema​il
Speaker Bio

Scott D. Weaver
General Counsel & Chief Fiduciary Officer, Jackson, WY
Willow Street Group
+1 307 683 1199​
ema​il
Speaker Bio

EVENT DETAILS
Date: June 9, 2021

Time: 4 p.m. to 5:15 p.m. MDT

Joining Instructions: Provided to registrants ahead of the video conference.

REGISTER

HOSTED BY
Linsey Glosier
Partner
Harrison & Held LLP
+1 303 558 1453

email

Katarinna McBride
Principal
F.O.C.U.S Family Office
Vail
+1 312 758 2038
email

Jonathan Mintz
Partner
Evergreen Legacy Planning, LLP
Evergreen/Newport Beach
+1 877 757 8120
email

Sarah Scofield
Founder
Scofield Law, LLC
New York City
+1 212 572 6310
email

This is not a solicitation from STEP USA or STEP Worldwide. If you have inquiries about STEP Colorado formation, please contact one of the hosts of this event.

STEP CO Formation and STEP ST. LOUIS invite you to join us for a virtual event to learn more about the formation of the new STEP Colorado Chapter and attend the following presentation: "Planning for Businesses in Light of Changing Income Tax Rates.”

There will be a 10-minute networking breakout session during the meeting. Additionally, we would invite participants to consider being present via video throughout the meeting.

SPEAKER

Steve Gorin, Esq.
Partner, St. Louis, MO
Thompson Coburn LLP
+1 314 552 6151
ema​il
Speaker Bio

EVENT DETAILS
Date: Thursday, April 29, 2021

Time: 4 p.m. to 5:15 p.m. MST

Joining Instructions: Provided to registrants ahead of the video conference.

REGISTER

HOSTED BY
Linsey Glosier
Attorney
Bryan Cave Leighton Paisner LLP
Denver/Phoenix
+1 303 866 0237
email

Katarinna McBride
Principal
F.O.C.U.S Family Office
Vail
+1 312 758 2038
email

Jonathan Mintz
Partner
Evergreen Legacy Planning, LLP
Evergreen/Newport Beach
+1 877 757 8120
email

Sarah Scofield
Founder
Scofield Law, LLC
New York City
+1 212 572 6310
email

This is not a solicitation from STEP USA or STEP Worldwide. If you have inquiries about STEP Colorado formation, please contact one of the hosts of this event.

STEP CO Formation and STEP Chicago invite you to join us for a virtual event to learn more about STEP Colorado Chapter and attend the following presentation: "Reporting by U.S. Persons of Foreign Income, Assets and Transactions."

SPEAKER

Carl A. Marino
Partner, New York
Day Pitney LLP
+1 212 287 5829
email
Speaker Bio

EVENT DETAILS
Date: Wednesday, February 24, 2021

Time: 4 p.m. to 5:15 p.m. MST

Joining Instructions: Provided to registrants ahead of the video conference.

REGISTER

HOSTED BY
Linsey Glosier
Attorney
Bryan Cave Leighton Paisner LLP
Denver/Phoenix
+1 303 866 0237
email

Katarinna McBride
Principal
F.O.C.U.S Family Office
Vail
+1 312 758 2038
email

Jonathan Mintz
Partner
Evergreen Legacy Planning, LLP
Evergreen/Newport Beach
+1 877 757 8120
email

Sarah Scofield
Founder
Scofield Law, LLC
New York City
+1 212 572 6310
email

This is not a solicitation from STEP USA or STEP Worldwide. If you have inquiries about STEP Colorado formation, please contact one of the hosts of this event.

We invite you to join us for a virtual event to learn more about the formation of the new STEP Colorado Chapter and attend the following presentation: "Asset Protection Planning: a Comparison of Offshore versus Onshore.”

SPEAKERS

Gideon Rothschild
Partner, New York
Moses & Singer LLP
+1 212 554 7806
email
Speaker Bio

EVENT DETAILS
Date: Wednesday, January 13, 2021

Time: 4 p.m. to 5:15 p.m. MST

Joining Instructions: Provided to registrants ahead of the video conference.

REGISTER

HOSTED BY
Linsey Glosier
Attorney
Bryan Cave Leighton Paisner LLP
Denver/Phoenix
+1 303 866 0237
email

Katarinna McBride
Principal
F.O.C.U.S Family Office
Vail
+1 312 758 2038
email

Jonathan Mintz
Partner
Evergreen Legacy Planning, LLP
Evergreen/Newport Beach
+1 877 757 8120
email

Sarah Scofield
Founder
Scofield Law, LLC
New York City
+1 212 572 6310
email

This is not a solicitation from STEP USA or STEP Worldwide. If you have inquiries about STEP Colorado formation, please contact one of the hosts of this event.

We invite you to join us for a virtual event to learn more about the formation of the new STEP Colorado Chapter and attend the following presentation: "The Use of U.S. Trusts in International Planning.”

SPEAKERS

G. Warren Whitaker
Partner, New York
Day Pitney LLP
+1 212 297 2468
email
Speaker Bio

Sarah Jacobson
Counsel, Miami
Day Pitney LLP
+1 305 373 4024
email
Speaker Bio

EVENT DETAILS
Date: Wednesday, November 18, 2020

Time: 4 p.m. to 5 p.m. MST

Joining Instructions: Provided to registrants ahead of the video conference.

REGISTER

HOSTED BY
Linsey Glosier
Attorney
Bryan Cave Leighton Paisner LLP
Denver/Phoenix
+1 303 866 0237
email

Katarinna McBride
Principal
F.O.C.U.S Family Office
Vail
+1 312 758 2038
email

Jonathan Mintz
Partner
Evergreen Legacy Planning, LLP
Evergreen/Newport Beach
+1 877 757 8120
email

Sarah Scofield
Founder
Scofield Law, LLC
New York City
+1 212 572 6310
email

This is not a solicitation from STEP USA or STEP Worldwide. If you have inquiries about STEP Colorado formation, please contact one of the hosts of this event.